Morgan Stanley
JBS

Morgan Stanley’s JBS N.V. JBS Stock Holding History

Morgan Stanley’s Portfolio JBS Stock Details JBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$24.7M Sell
2,081,311
-1,526,397
-42% -$22.3M ﹤0.01% 2911
2026
Q1 		$64.8M Sell
3,607,708
-502,414
-12% -$7.82M ﹤0.01% 1846
2025
Q4 		$59.3M Sell
4,110,122
-395,247
-9% -$5.43M ﹤0.01% 1923
2025
Q3 		$67.3M Sell
4,505,369
-3,048,989
-40% -$44.5M ﹤0.01% 1755
2025
Q2 		$110M Buy
+7,554,358
New +$106M 0.01% 1245

Other funds holding JBS

BPS
BNDES Participacoes SA Rio De Janeiro, Brazil $2.36B AUM
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.56% 1-Year Est. Return
DCM
Discovery Capital Management South Norwalk, Connecticut $2.41B AUM 286.33% 1-Year Est. Return

Morgan Stanley's JBS Position: Q2 2026 in Review

Morgan Stanley reduced its JBS N.V. (JBS) stake by 42% in Q2 2026, selling an estimated $22.3M and leaving 2,081,311 shares worth $24.7M. The position accounts for ﹤0.01% of the portfolio, ranked #2911.

Morgan Stanley first reported a position in JBS in Q2 2025 and has held it in 5 quarters since. The position peaked at $110M in Q2 2025. 267 funds tracked by Wall St. Rank hold JBS as of Q2 2026.

  • Morgan Stanley held 2,081,311 shares of JBS N.V. worth $24.7M as of Q2 2026.
  • Morgan Stanley sold 1,526,397 JBS N.V. shares in Q2 2026, an estimated $22.3M.
  • JBS N.V. made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #2911 holding.
  • Morgan Stanley first reported a position in JBS N.V. in Q2 2025 and has held it in 5 quarters since.
  • Morgan Stanley's JBS N.V. position peaked at $110M in Q2 2025.
  • 267 funds tracked by Wall St. Rank held JBS N.V. as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.